ETF Comparison: DXS0 vs SW2CHB
ETF 说明
DXS0 - Xtrackers SLI UCITS ETF 1D
The Xtrackers SLI UCITS ETF 1D is a Switzerland-focused equity fund that tracks the SLI index, comprising the 30 largest and most liquid stocks in the Swiss equity market. With a low expense ratio of 0.25%, it offers a cost-effective way to invest in the Swiss market, distributing dividends annually.
SW2CHB - UBS ETF (LU) MSCI Switzerland 20/35 UCITS ETF (CHF) A-acc
The UBS ETF (LU) MSCI Switzerland 20/35 UCITS ETF (CHF) A-acc is an equity fund that tracks the MSCI Switzerland 20/35 index, providing exposure to leading stocks on the Swiss market. The fund uses a full replication strategy to track the underlying index, with a total expense ratio of 0.20% p.a.. The dividends are accumulated and reinvested in the ETF.
比较表
| DXS0 | SW2CHB | |
|---|---|---|
| 基金名称 | Xtrackers SLI UCITS ETF 1D | UBS ETF (LU) MSCI Switzerland 20/35 UCITS ETF (CHF) A-acc |
| Fund Provider | Deutsche Bank | UBS |
| Index | SLI® | MSCI Switzerland 20/35 |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.25% | 0.2% |
| Inception Date | 2008-01-25 | 2013-10-31 |
| Number Of Holdings | 30 | 45 |
| Currency | CHF | CHF |
| Distribution Policy | Distributing | Accumulating |
| Region | Switzerland | Switzerland |
| Leveraged | Non-leveraged | Non-leveraged |
回测选项
摘要
关键指标
绩效指标
风险指标
详细报酬
绩效分析
绩效分析透过累积报酬、年底（EoY）报酬及 Sharpe 比率、Sortino 比率等风险调整指标，评估历史资料以衡量投资策略报酬。这有助于投资人在不同市场條件下评估绝对和相对绩效。
累积报酬
年底报酬表
年底报酬
风险分析
风险分析是指对可能导致资本损失的潜在负面事件进行评估。进行风险分析有助于决定是否应进行投资。这是透过回撤、波动率和 Beta 等风险指标来完成的，这些指标反映了利益相关者对投资策略一致性的信心。
回撤
回撤表
Monte Carlo 模拟
Monte Carlo 模拟是一种统计方法，透过从历史资产价格资料中随机抽样产生大量潜在结果，用以预测投资组合报酬。它协助投资人评估各种市场條件下投资组合的潜在风险和报酬。模拟考虑初始投资，并可选择性地模拟现金流情境，如固定投入、固定提款或比例提款。
重要提示：透过 Monte Carlo 模拟产生的预测纯屬假设性質，不保证未来报酬。投资决策应考量多种因素，过去表现不代表未来结果。